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Security record · archived quarter

EMD

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
29Tracked holders
n/aΔ holders
15.17MShares held
$148.93MReported value
+4New positions
−2Exits
n/a How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 26 n/a 15.39M $165.27M +2 −4
Q1 2026 29 n/a 15.17M $148.93M +4 −2
Q4 2025 27 n/a 15.24M $161.97M n/a n/a
Q3 2025 2 n/a 8.62M $88.94M n/a n/a
Q2 2025 1 n/a 27.83K $279,722 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 9.01M +0.4% $88.45M 0.0% ▲ Add 3 SEC ↗ ×6
2 Raymond James Financial Inc 965.83K +68.0% $9.48M 0.0% ▲ Add 2 SEC ↗ ×2
3 LPL Financial LLC 834.45K -3.4% $8.19M 0.0% ▼ Trim 2 SEC ↗
4 Invesco Ltd. 791.21K -15.7% $7.77M 0.0% ▼ Trim 2 SEC ↗ ×2
5 Wells Fargo & Company/Mn 751.01K -33.0% $7.37M 0.0% ▼ Trim 2 SEC ↗ ×2
6 Allspring Global Investments… 532.37K -43.0% $5.23M 0.0% ▼ Trim 2 SEC ↗
7 Bank Of America Corp /De/ 522.24K +19.6% $5.13M 0.0% ▲ Add 2 SEC ↗
8 Ameriprise Financial Inc 423.21K +7.1% $4.16M 0.0% ▲ Add 2 SEC ↗
9 UBS Group AG 288.71K +3.6% $2.84M 0.0% ▲ Add 2 SEC ↗ ×2
10 Royal Bank Of Canada 267.12K +21.4% $2.62M 0.0% ▲ Add 2 SEC ↗ ×3
11 Osaic Holdings, Inc. 203.53K +12.5% $2.00M 0.0% ▲ Add 2 SEC ↗ ×2
12 Envestnet Asset Management Inc 147.57K New $1.45M 0.0% New 1 SEC ↗
13 Commonwealth Equity Services, Llc 83.41K +162.8% $819,080 0.0% ▲ Add 2 SEC ↗
14 Stifel Financial Corp 81.19K +39.9% $797,284 0.0% ▲ Add 2 SEC ↗
15 Cetera Investment Advisers 54.55K +10.7% $535,685 0.0% ▲ Add 2 SEC ↗
16 National Bank Of Canada /Fi/ 40.30K +59.3% $395,343 0.0% ▲ Add 2 SEC ↗
17 Rockefeller Capital Management L.P. 33.29K -9.4% $326,950 0.0% ▼ Trim 2 SEC ↗ ×2
18 Mariner, LLC 32.50K -11.6% $314,363 0.0% ▼ Trim 2 SEC ↗
19 Fifth Third Bancorp 25.86K New $253,955 0.0% New 1 SEC ↗
20 HighTower Advisors, LLC 21.69K +42.4% $213,021 0.0% ▲ Add 2 SEC ↗
21 BlackRock ✦ (passive) 18.39K +13.0% $180,565 0.0% ▲ Add 4 SEC ↗ ×2
22 Nomura Holdings Inc 12.50K New $122,750 0.0% New 1 SEC ↗
23 Mml Investors Services, Llc 11.05K +1.3% $108,552 0.0% ▲ Add 2 SEC ↗
24 Jane Street Group, Llc 10.75K -14.7% $105,536 0.0% ▼ Trim 2 SEC ↗ ×2
25 Northwestern Mutual Wealth… 2.53K +600.3% $24,825 0.0% ▲ Add 2 SEC ↗
26 Cwm, Llc 2.23K +20.9% $21,952 0.0% ▲ Add 2 SEC ↗
27 Jones Financial Companies Lllp 961 New $9,283 0.0% New 1 SEC ↗
28 Assetmark, Inc 471 -29.9% $4,625 0.0% ▼ Trim 2 SEC ↗
29 Pnc Financial Services Group, Inc. 315 0.0% $3,093 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Susquehanna International… $188,597 was 0.0%
Hrt Financial Lp $127,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 101 holders, 20.55M shares, $189.53M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API